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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,214 | $101,795-89.0% | $165,100-93.2% | $80,959-86.1% |
| Participation rate | 93.1% | 71.8%+21.3pp | 78.6%+14.5pp | 67.7%+25.4pp |
| Annual return | 17.98% | 16.73%+1.3pp | 70.21%-52.2pp | 35.67%-17.7pp |
| Employer contribution / active EE | $956 | $2,954-67.6% | $4,348-78.0% | $2,757-65.3% |
| Participant deferral / active EE | $4,551 | $4,476+1.7% | $6,035-24.6% | $4,300+5.8% |
| Admin fee / account holder | $1,089 | $8,221-86.8% | $12,696-91.4% | $6,925-84.3% |